Converting Instance Variables in Ruby on Rails

Question

I'm new to Ruby on Rails and I'm building a simple crm. I'm trying to convert an @lead to an @customer after they become an actual customer. In the lead show page I'd like to have a button that says convert to customer, but I'm unsure how to do this in the controller and model.

What should I do?

Thanks for the help.

If one record has to become another you need some model code that takes a Lead and converts it to a Customer. I don't see any code here, no example of what fields are being manipulated, not even a hint, so it's anyone's guess how you might do this. I normally do it with an instance method on the originating model, like @lead.to_customer returns a Customer instance you can save. — tadman
– tadman, Commented Sep 16, 2016 at 6:47

Community · Accepted Answer · 2017-05-23 12:19:23Z

0

First of all, some code would be really nice. Second, your problem sounds a little bit like you need inheritance. Then you can have something like the following:

class Lead
  ... 
end

class Customer < Lead
   ... # this is your customer, having all the properties of a lead but as well new ones.
end

To transfer one lead to a customer you can then use becomes to transfer between them. From your tags I can see, that you are using Ruby on Rails, so you want to have a look at single table inheritance STI.

Hope this helps!

edited May 23, 2017 at 12:19

CommunityBot

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answered Sep 16, 2016 at 7:41

Sebastian

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2 Comments

jkloster7 Over a year ago

Thanks Sebastian. I will give that a try. I didn't have any sample code because I haven't started the conversion process yet. But I will look into inheritance. Thanks again!

Sebastian Over a year ago

If that answers your question, feel free to accept it. Happy to help!

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